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TIAA-CREF Trust Company, FSB Biographical and Professional Information

TIAA-CREF Trust Company, FSB - Portfolio Managers

TIAA-CREF Trust Company, FSB - Senior Officers

Scott Abernethy, CFA, is a senior portfolio manager with the TIAA-CREF Trust Company, FSB in Princeton, NJ. He is responsible for managing high net worth clients' investment, foundation and trust accounts. He is also a member of numerous management committees with the Trust Company.

Prior to joining TIAA-CREF in 2005, Scott served as senior vice president at Beacon Trust Company, where he managed high net worth, charitable and institutional accounts. He was also a senior equity analyst with the Adams Express Company, where he focused on the Health Care and Consumer sectors. Scott also worked at the Glenmede Trust Company in numerous positions, the last as portfolio manager for the firm's small-cap mutual fund.

Scott received a B.S. degree in Finance from The College of New Jersey and an M.B.A. from Rider University. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of Philadelphia.

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Paul J. Albonetti is a senior portfolio manager with the TIAA-CREF Trust Company, FSB in New York City. He is responsible for managing diversified portfolios of stocks, bonds and mutual funds for high net worth clients.

Paul has nearly 35 years of experience in managing portfolios at various investment companies, most recently at U.S. Trust. He has a B.A. in Economics from George Washington University, and an M.A. in Economics from The Catholic University of America.

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Scott D. Bailey, CFP^®, is a senior portfolio manager and team leader with the TIAA-CREF Trust Company, FSB in St. Louis, MO. He is responsible for managing investment portfolios for high net worth clients.

Scott joined the Trust Company in 1999 as a financial planning consultant and was responsible for delivering financial plans to high net worth clients. Prior to joining the Trust Company, Scott was an assistant treasurer and served as an administrator of public pension funds for Bankers Trust Company. Previously, he worked as an assistant administrator at Boatmen's Trust Company.

Scott received a B.S. in Accounting from Truman State University. He also achieved the Chartered Mutual Fund Counselor designation and Certified Public Accountant Certificate. Scott is a CERTIFIED FINANCIAL PLANNER™ practitioner and a member of the Missouri/Southern Illinois Chapter of The Financial Planning Association.

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Bernard L. Bearman, Jr. (Buddy),  has served as a senior institutional portfolio manager with the TIAA-CREF Trust Company, FSB since 2000. He oversees the institutional portfolio process as well as the portfolio mangers. Additionally, Buddy assists clients in the development, implementation and administration of their investment programs, including investment policy design, asset allocation decision-making and investment selection. With more than 26 years of experience, Buddy has particular knowledge working with endowments, foundations and nonprofit institutions.

Prior to joining the Trust Company, Buddy was a senior vice president and senior portfolio manager at Banc of America Capital Management and Boatmen's Trust Company for 17 years. There, he provided investment research as well as equity and balanced portfolio management. He began his career as a trust administrator for Chase Manhattan Bank, NA.

Buddy earned his B.A. in both Economics and Political Science from Denison University. He is a member of the CFA Institute and the CFA Society of St. Louis.

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Mary J. Bell is manager of Investment Support for the TIAA-CREF Trust Company, FSB in St. Louis, MO. She is responsible for managing the group's portfolio assistants and ensuring the department operates in a smooth and efficient manner.

Janey has worked in the trust industry for 18 years, mainly in the investment area. Prior to joining TIAA-CREF Trust Company, she served as a trust officer at the Guaranty Trust Company of Missouri. She has also worked at Dean Witter Reynolds and Westport Financial as a brokers' sales assistant.

Janey received her B.S.B.A. (Summa cum Laude) and an M.B.A. from Maryville University. She has also attended the Cannon Trust School I, II, and III.

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Scott T. Cislo is a portfolio manager with the TIAA-CREF Trust Company, FSB in Charlotte, NC. He is responsible for managing investment portfolios for high net worth clients.

Scott has over six years of experience in the financial services industry and has been a portfolio manager since 2005. Prior to joining TIAA-CREF, he served as a portfolio manager at BB&T Asset Management and a corporate trust officer at Wachovia.

Scott earned a B.S. in Business from Wake Forest University and an M.B.A. in Corporate Finance from the University of North Carolina-Chapel Hill. He is also a CFA Level II candidate.

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William J. Craig, CFP^®, is a portfolio manager with the TIAA-CREF Trust Company, FSB in Princeton, NJ. He is responsible for managing investment portfolios for high net worth clients.

Most recently, William was located in Philadelphia as a lead portfolio manager with Wachovia, responsible for overseeing the implementation of investment and risk management policies for a team of portfolio managers.

Over the last 10 years, William has managed portfolios for high net worth clients with Wachovia, Evergreen Investments and The Vanguard Group, in a variety of roles.

William earned a B.S. in Finance from Rowan University and is a CERTIFIED FINANCIAL PLANNER™ practitioner.

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Barbara C. Friedman, CFA, is a senior portfolio manager and team leader with the TIAA-CREF Trust Company, FSB in Boston, MA. She is responsible for helping high net worth clients and their families set investment objectives and create portfolio strategies based on an appropriate mix of equities and fixed-income securities. Barbara is also the team leader for the Northeast Region, supervising Trust Company portfolio managers in that region. In this capacity, she serves on several Trust Company management committees.

Before joining TIAA-CREF in August 2003, Barbara was a senior vice president at John Hancock Advisors, where she managed the company's mid-cap equity mutual fund and other assets. She has also managed small-cap and mid-cap portfolios for institutional clients as well as equity and fixed-income portfolios for high net worth individuals at Fleet Bank, Loomis Sayles & Co. and Harvard Management Company. She has more than 30 years of experience in the investment industry.

Barbara earned a B.A. in economics at Smith College and an M.A. in economics at New York University. She holds the Chartered Financial Analyst (CFA) and Chartered Investment Counselor (CIC) designations. She is a member of the CFA Institute and the Boston Security Analysts Societies.

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Richard M. Graziadei, CFA, is the Lead Equity Manager for the TIAA-CREF Trust Company, FSB in Charlotte, NC. He oversees the Large-Cap Core Equity Model Portfolio and manages the Trust Company’s overall equity investment process. The Trust Company’s Equity Research team reports to Rich and he is a member of the Officer’s Investment Committee.

Before joining the Trust Company, Rich worked for Roxbury Capital Management in Santa Monica, California.  There, he along with the firm’s Chief Investment Officer, developed a new Mid-Cap Value strategy which has delivered excellent returns over year-to-date, one, three, five, seven, and since inception time periods.  He also served as the Financial Services analyst for Roxbury’s other portfolios, Large-Cap Growth and Mid-Cap Growth.  Rich served as an Equity Analyst for the Financial Services and Consumer Discretionary sectors prior to assuming his portfolio management role.

Prior to Roxbury, Rich served in the U.S. Navy as Cryptologic Officer. He holds a BSFS in International Economic Theory from Georgetown University’s School of Foreign Service and an MBA in Finance from the Anderson School at UCLA. He holds the Chartered Financial Analyst (CFA) designation.

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Ronald L. Heath, CFA, is a senior portfolio manager with the TIAA-CREF Trust Company, FSB in Chicago, IL. He is responsible for designing and managing investment portfolios for high net-worth clients.

Ron has over 20 years of experience in personal and institutional asset management, securities research and portfolio management. Prior to joining TIAA-CREF, he was vice president & senior portfolio manager at National City Bank in Chicago, IL. Before joining National City Bank, he served as vice president & senior portfolio manager at Harris Trust & Savings Bank in Barrington, IL.

Ron has a B.S. in Finance from the University of Illinois in Urbana-Champaign and an M.B.A. from Keller Graduate School of Management in Chicago, IL. He also holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of Chicago.

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Abigail M. Huffman, CFA, is director of research at the TIAA-CREF Trust Company, FSB in New York City. She is responsible for analyzing the equity markets (with a major emphasis on the U.S. market) and recommending sector allocations and investment strategies to the Trust Company's portfolio managers. Abigail hosts weekly research telephone calls with the company's portfolio managers, focusing on major investment themes within key sectors and industries of the S&P 500. She also writes commentaries for the Trust Company's portfolio managers and clients and hosts research calls with external analysts and strategists.

She is a member of the Officers Investment Committee and is an officer of TIAA-CREF Trust Company, FSB.

Abigail has more than 15 years of experience in financial markets, including seven years at Schwab Soundview Capital Markets as senior research associate for the chief investment strategist and analyst with the firm's capital markets strategy group. Abigail also advised individual clients as a member of the firm's Retail group following previous experience at Prudential Securities as a stockbroker. Abigail has also worked as a financial analyst, creating hedging strategies to manage foreign currency exposures at firms such as Baring Securities Incorporated, Borden and Time Warner.

Abigail earned a B.A. in History from Yale University. She also has an M. Arch. from the University of Pennsylvania School of Design and an M.B.A. in Finance from Indiana University. She holds the Chartered Financial Analyst (CFA) designation and is a member of the New York Society of Securities Analysts and the CFA Institute.

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Michael Kahn,  is managing director of both Kaspick & Company and Institutional Trust for the TIAA-CREF Trust Company, FSB. Drawing upon his 30 years of experience, he oversees all components of the Kaspick and Institutional Trust lines of business and is responsible for setting strategy and direction. Michael played a principal role in TIAA's acquisition of Kaspick & Company in 2006 and has primary responsibility for integrating Kaspick into the TIAA-CREF family of companies.

Michael previously served as chief operating officer for TIAA-CREF Asset Management, which provides asset management and related services primarily to institutional customers through separate accounts and commingled multi-investor funds. His responsibilities included implementing and overseeing all operational functions and financial management for this start-up business. Concurrently, he led the successful restructuring of TIAA-CREF's Institutional Trust business.

Michael joined TIAA-CREF in 1996. He served as head of Group Insurance Operations, where he negotiated the sale and led the transition of the Group Insurance lines of business to the Standard Insurance Company. Prior to that, Michael ran the Individual Life Insurance line of business and also oversaw Long-Term Care Insurance operations.

Prior to joining TIAA-CREF, Michael was a vice president with National Westminster Bank, and previously held management positions at several firms, including Raytheon Company.

Michael received his B.A. degree from Grinnell College.

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Dale D. Keyser,  is president and chief executive officer of the TIAA-CREF Trust Company, FSB.

Dale has more than 22 years of experience in the financial services industry. Prior to joining the Trust Company, he served as the market director for JPMorgan Private Client Services, in New York. In this capacity, he had full responsibility for the delivery of banking, fiduciary and investment management services to affluent individuals, families and business owners across the region. These responsibilities included the ongoing management of sales and service teams, including specialists in investments, financial planning, credit, alternative assets, deposit, philanthropic, and trust and estate planning services.

Prior to serving as market director, he headed JPMorgan Personal Asset Management, which provided trust and investment management services to clients in New York, Connecticut, New Jersey and Texas. Before that, he served as senior investment executive for the group, leading the portfolio management staff and activities for the business.

Dale has prior experience working in the Trust and Investment Departments of Farmers and Mechanics National Bank in Maryland and the Bank of Charles Town in West Virginia. He began his career at Chase in 1989, where he was manager of the Trust and Investment Department in Binghamton, New York.

In addition to his career accomplishments and prior to relocating to St. Louis in July, 2007, Dale was a member of the Estate Planning Council in Rochester. He was also active in the community, where he served on the board and was treasurer for the Center for Governmental Research. He is a past board member of Family Service of Rochester, Boys and Girls Club of Binghamton and the Center for Adolescent Services in Binghamton. He has also volunteered his time with United Way and numerous other civic and charitable organizations.

Dale earned his B.S. in Business Administration from West Virginia University. He is also a Certified Trust and Financial Advisor (CTFA).

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Murray C. Kinlaw III is a portfolio manager for the TIAA-CREF Trust Company, FSB in Charlotte, NC. He is responsible for providing investment management services to high net worth clients and nonprofit organizations.

Murray has over 10 years of investment management experience. Prior to joining TIAA-CREF in 2006, he worked at Wachovia or one of its predecessor firms.

He has a B.A. in Business Administration from the College of Charleston.

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Christine L. Koch is a senior portfolio manager for the TIAA-CREF Trust Company, FSB in New York City. She is responsible for managing portfolios for high net worth clients.

Christy has 12 years in the Trust and Investment business. Prior to joining TIAA-CREF Trust Company, she was a vice president and portfolio manager for PNC Financial Services Group in Pittsburgh, PA where she managed personal trust relationships. Christy has also worked for Fifth Third Bank where she served as a portfolio manager handling personal trust, institutional and foundation clients.

Christy has a B.A. in Business Administration from the University of Toledo and holds the Chartered Mutual Fund Counselor designation.

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Ellyn Korzun is a portfolio manager with the TIAA-CREF Trust Company, FSB in Charlotte, NC. Her responsibilities include fixed-income portfolio management, trading, and product and strategy development.

Ellyn has more than 20 years of investment management experience. Before joining TIAA-CREF, she was a vice president in Private Wealth Management at Goldman, Sachs & Co. in New York, NY. There, she designed and managed portfolios for high net worth clients as well as foundations and endowments. Additionally, she recently served as an Advisor-in-Residence at The University of North Carolina's Kenan-Flagler Business School.

Ellyn received an A.B. from Duke University and a M.B.A. from Columbia Business School.

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Patricia A. Lampe is a senior portfolio manager with the TIAA-CREF Trust Company in St. Louis, MO. She manages assets for high net worth clients and charitable organizations.

Prior to joining TIAA CREF in 1999, Patti worked for the trust department at Commerce Bank, where she provided investment management services to affluent individuals and non-profit organizations. She also served as an analyst for the Commerce Growth and Income Fund, where she covered both the Health Care and Utility sectors. Patti has 13 years of experience in the trust business.

Patti has a B.S. in Finance from Maryville University and an M.B.A. from Webster University.

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Robert T. Leonard,  CFA, is a senior portfolio manager with the TIAA-CREF Trust Company, FSB in Boston, MA. He is responsible for creating investment portfolios and asset allocation strategies for Trust Company clients.

Before joining TIAA-CREF in 2005, Rob was a vice president at TD Banknorth Wealth Management, where he managed portfolios for high net worth individuals and institutional clients. Prior to TD Banknorth, Rob managed portfolios for clients at Rockland Trust Company, Trust Company of Connecticut and FinArc, LLC.

Rob has a B.S. degree from Boston College. He holds the Chartered Financial Analyst (CFA) designation. He is a member of the CFA Institute and the Boston Security Analysts Society, Inc.

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Mary M. Lewis,  CFA, is a senior portfolio manager at the TIAA-CREF Trust Company, FSB in Washington, DC. She is responsible for managing investment portfolios for high net worth clients.

Mary has more than 25 years of experience in personal and institutional trust asset management, securities research, and trading. Prior to joining TIAA-CREF, she was senior vice president and regional portfolio manager with BB&T Asset Management in Winchester, VA. Before joining BB&T, Mary served as a vice president and portfolio manager for First Virginia Banks, Inc. in Falls Church, VA.

Mary has a B.S. in Commerce from the McIntire School of Commerce at the University of Virginia and an M.B.A. in Finance and Investments from George Washington University. She holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Institute of Washington, DC.

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S. Kay Love, is chief financial officer of the TIAA-CREF, Trust Company, FSB. Her responsibilities include financial recordkeeping, budgeting, as well as regulatory and management financial reporting.

Prior to joining the Trust Company, Kay worked with Allegiant Bank from 1992 to 1998. As a vice president and chief financial officer, she was responsible for all financial aspects of the publicly traded bank holding company and its four subsidiaries. In addition, she was responsible for human resource services while the company had fewer than 100 employees. She performed due diligence on possible acquisitions and prepared applications filed with regulatory agencies. Other duties included asset/liability management, budgeting, registering the stock on NASDAQ, coordinating public stock offerings and SEC reporting.

Prior to joining Allegiant Bank, Kay worked at USBank Corp. in several capacities, including internal auditor, staff accountant and bank operations officer.

Kay received her M.B.A. in 1989 from Southern Illinois University-Edwardsville and her B.B.A. in Accounting from Texas Christian University in 1983. She is a Certified Public Accountant, and has been an instructor for the American Institute of Banking.

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Joseph R. Lynn III is a portfolio manager with the TIAA-CREF Trust Company, FSB in Charlotte, NC. He is responsible for managing investment portfolios for high net worth clients.

Joseph has more than 25 years of experience in personal and institutional trust asset management and securities research. Prior to joining TIAA-CREF, Joe was a senior portfolio manager with Merrill Lynch Investment Managers in Bloomfield Hills, Michigan. Before joining Merrill Lynch, he served as a senior portfolio manager at National City Bank, Birmingham, Michigan and First of America Investment Corporation, where he co-managed the corporation's South Africa compliant equity model.

Joseph has a B.S. in Commerce (Finance) from DePaul University and a M.A. in Economics from the University of Detroit.

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Peter M. McHugh, CFA, is a senior portfolio manager/team leader with the TIAA-CREF Trust Company, FSB in St. Louis, MO. He is responsible for investment and asset allocation management for high net worth clients. He also manages the Western Region portfolio management team.

Prior to joining TIAA-CREF in 2006, Pete worked at Commerce Trust Company as well as First Bank Trust Company where he was Chief Investment Officer and managed the entire investment program. Pete ran the Equity and Fixed-Income Funds First Bank Trust and assisted in managing the Equity Value Fund at Boatmen's Trust Company. He was also associated with Mercantile Trust Company and has over 20 years of experience as a senior trust professional.

Pete has a B.S.B.A. in Accounting from the University of Missouri and an M.B.A. from Washington University in St. Louis. He holds the Chartered Financial Analyst (CFA) designation.

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Ryan Miller is a portfolio manager with the TIAA-CREF Trust Company, FSB in Charlotte, NC. He is responsible for providing investment management services to high net worth clients and helping support the company's new business efforts.

Prior to joining TIAA-CREF, Ryan worked as a head municipal trader for Sovereign Advisors where he managed tax-exempt securities and contributed to the overall investment strategy of the firm. He has also served as a research analyst for Mergent, Inc.

Ryan has a B.S. in Finance from the University of Wyoming. He is a Level III CFA Candidate.

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Gregory S. Neal is a senior portfolio manager with the TIAA-CREF Trust Company, FSB in Durham, NC. He is responsible for designing and managing investment portfolios for high-net-worth clients.

Greg has over 20 years of investment management experience. Before joining TIAA-CREF, he was a vice president and portfolio strategist in the Capital Management Group of First Citizens Bank in Raleigh, NC. There, he designed and managed portfolios for the bank's largest high-net-worth clients as well as endowments, foundations and pension funds. Prior to that, he was a Principal for a private investment counseling firm in Baltimore, MD. Greg has also worked as an associate with Smith Breeden Associates, Inc. in Chapel Hill, NC where he conducted quantitative analysis of fixed-income securities and enhanced equity index strategies.

His investment research has been published in the Journal of Financial Planning and he has taught professional education courses recognized by the Certified Financial Planner Board of Standards. Greg earned a B.S. in Business Administration with a concentration in Finance from California Polytechnic University where he earned President's Honors.

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Louis S. Plaut, CFP^®, is a portfolio manager for the TIAA-CREF Trust Company, FSB in Hackensack, NJ. He is responsible for managing investment portfolios for high net worth clients.

Most recently, Louis was located in the TIAA-CREF Manhattan office providing financial solutions for New York Wealth Management Clients.

Louis has managed portfolios for high net worth individuals, retirement funds, trusts, corporations, institutions and not for profit entities. He has more than 25 years of experience helping clients manage their financial resources and providing customized financial solutions at M&T Bank, Fleet Bank and Shearson Lehman American Express.

Louis earned a B.A. in History/Sociology at The City College of New York (CCNY). He's a CERTIFIED FINANCIAL PLANNER™ practitioner and an honors graduate of the Cannon Personal Trust School.

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James M. Purisky  is a senior portfolio manager for the TIAA-CREF Trust Company, FSB in Philadelphia, PA. He is responsible for managing portfolios for high net worth clients.

Jim has 16 years of financial services experience. Prior to joining TIAA-CREF Trust Company, he was a senior portfolio manager and equity analyst for Beacon Trust Company in Madison, NJ, where he handled the firm's largest and most sensitive relationships. He was also responsible for analytical coverage of the technology sector.

Prior to Beacon, Jim managed money for high net worth clients at PNC Advisors and First Union Corp., where he got his start in the industry as an economic research analyst reporting to the Chief Economist.

Jim has a B.A. in Finance from Rider University in New Jersey. He has passed the CFA Level I exam and is pursuing the Chartered Financial Analyst designation.

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Brett A. Rufkahr, CFA, serves as director of Institutional Trust Investments at the TIAA-CREF Trust Company, FSB. For the past 18 years, he has worked as a portfolio manager with responsibility for asset allocation, manager selection, security selection and the associated implementation of investment management policies for clients. He has served clients in the financial services industry since 1985.

Prior to joining the Trust Company in 2007, Brett was a market investment executive and senior vice president for US Trust - Bank of America Private Wealth Management for more than 11 years. At US Trust, he managed a team of portfolio managers as well as having direct responsibility for the investment management of approximately 50 client relationships. His earlier employment included investment management positions at Mercantile Trust Company and Shearson Lehman Brothers.

Brett earned his B.S.B.A from Saint Louis University with a double major in accounting and finance. He also earned his M.B.A. from Saint Louis University. He holds the Chartered Financial Analyst designation and is a member of the St. Louis Society of Financial Analysts and the CFA Institute. Over the past 15 years, Brett has served as an adjunct professor at both McKendree University and Webster University where he has taught accounting, economics and finance classes.

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Paul Scheu is a senior portfolio manager with the TIAA-CREF Trust Company, FSB in Seattle, WA. Paul manages the asset allocation and portfolio strategies for high net worth clients.

Paul has 25 years of trust and investment management experience. Prior to joining TIAA-CREF Trust Company, he was a senior portfolio manager in the Seattle office of U.S. Bank's Private Client Group. Paul also worked within U.S. Bank's Institutional Trust Group where he managed the investment and retirement programs for corporate and non-profit organizations.

Paul earned his B.A. degree in Economics in 1981 from Miami University in Oxford, Ohio.

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Michael B. Scott, CFA, is a portfolio manager with the TIAA-CREF Trust Company, FSB in Pasadena, CA. He is responsible for establishing investment objectives for high net worth clients and for managing their investments across a broad range of financial securities.

With over nine years of investment and industry experience, Michael has served as a vice president and portfolio manager at Bank of America’s Private Bank, where he managed over $300 million for high net worth individuals, foundations and trusts. He joined the Trust Company in 2006.

Michael has a B.S. in Business Administration and Finance from the University of Southern California.  He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Los Angeles.

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Jason W. Self  is a senior portfolio manager with the TIAA-CREF Trust Company, FSB in Houston, TX. He is responsible for managing portfolios for high net worth clients and charitable organizations.

Prior to joining the Trust Company, Jason was a portfolio manager for Wells Fargo's Wealth Management Group at the Private Bank. He formally served as an analyst responsible for providing research on the semiconductor industry and has six years experience working directly in that industry. He also co-managed the Wells Managed Portfolio Group providing strategic and tactical asset allocation on over $2 billion in assets.

Jason earned his B.B.A. in Finance from Texas State University. He holds the Chartered Financial Analyst designation, is a member of the CFA Institute, and the Houston Society of Financial Analysts.

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Eric C. Sheridan, CFA, is lead fixed-income manager for the TIAA-CREF Trust Company, FSB in Charlotte, NC. He has more than 20 years of experience in the investment industry and is responsible for developing and maintaining the Trust Company's fixed-income investment strategy and communicating it to the company's portfolio managers; developing taxable and tax-exempt fixed-income products; and serving as portfolio manager for high net worth clients' fixed-income holdings.

Prior to joining TIAA-CREF, Eric was with Wachovia Trust and Advisory Services as a lead portfolio manager and investment strategist. He also served as a lead portfolio manager for Evergreen Private Asset Management, a wholly owned subsidiary of Wachovia Corp. Previously, he managed the Taxable and Tax-Exempt Fixed Income portfolios at Eastover Capital Management while also serving in client service and marketing roles.

Eric has a B.A. in Economics from the University of North Carolina-Chapel Hill. He was awarded the Chartered Financial Analyst (CFA) designation by the CFA Institute in 1995, and he is a member of the CFA Institute and the North Carolina Society of Financial Analysts.

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Susan E. Tannehill is managing director and head of Wealth Management Investments and chief investment officer of TIAA-CREF Trust Company, FSB. Working in partnership with the Trust Company's leadership, she is responsible for establishing the company's investment philosophy for its entire range of products and also manages the delivery of customized products and services to the firm's high net worth clients. She also manages a team of regional portfolio managers who work directly with TIAA-CREF's most affluent clients.

Susan is a director of the TIAA-CREF Trust Company, FSB. She serves as the chair for the Trust Company's Officers Investment Committee and is also a member of the Trust Company's Officers Personal Trust Committee and Officers Compliance Committee. Susan is a member of the steering committee for TIAA-CREF's Wealth Management Group and is a member of the Senior Leadership Team. She also serves as an advisor to Babies Heart Fund at New York Presbyterian Hospital and the Children's Hospital Heart philanthropies in Boston. She is a member of the Women Executives of Charlotte and is on the Executive Committee for the American Heart Association, Charlotte Heart Ball.
 
Susan has more than 30 years of portfolio management experience, specializing in global fixed-income and active currency management. Prior to joining TIAA-CREF in 2005, she worked as head of Investments at American Express Bank and as regional director at New England PNC Advisors.

Susan has an A.B. in Economics from Duke University and an M.B.A. in Finance from Fordham University. She holds NASD Series 7, 24, and 66 licenses.

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Caroline Weis, CFP^®, is a senior portfolio manager and team leader with the TIAA-CREF Trust Company, FSB in San Francisco, CA. She is responsible for managing portfolios for high net worth clients and creating individualized retirement and financial planning strategies.

Prior to joining the Trust Company in April 2003, Caroline was a portfolio manager for Wells Fargo Private Client Services. She was also the lead analyst responsible for providing research on the semiconductor industry to 165 portfolio managers. Before that, Caroline served as vice president and portfolio manager at SunTrust Bank where she managed over $350 million for individual and institutional clients. She has more than ten years of investment experience.

Caroline earned her B.A. in History and her M.B.A. in Finance from the University of Tennessee. She holds the Chartered Financial Analyst (CFA) designation and is a CERTIFIED FINANCIAL PLANNER™ practitioner. She is a member of the CFA Institute, the CFA Society of San Francisco, and the CFASF Continuing Education Committee. She has also been a grader of the CFA exam.

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Steven L. Worrel, CFP^®, is a portfolio manager with the TIAA-CREF Trust Company, FSB in Baltimore, MD. He is responsible for managing portfolios for high net worth clients.

Steven has more than eight years of financial services experience, five specifically in portfolio management. Prior to joining TIAA-CREF Trust Company, he spent two years at Mercantile Bank & Trust in Baltimore as an assistant vice president specializing in portfolio management for professional athletes and business owners. Before joining Mercantile, Steven spent six years at Legg Mason providing financial planning and investment advice to clients in the private client group.

Steven has a B.S. in Business Administration from Elizabethtown College in Pennsylvania. Steven is a CERTIFIED FINANCIAL PLANNER™ (CFP) practitioner and Level II candidate for the Chartered Financial Analyst designation.

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